Emily · Customer statements Coming soon
Statements out on the first working day.
Emily will send a statement to every customer with a balance on the first working day of each month.
Emily
What Emily will do
Customer statements, handled
Every customer, every month
Anyone with an open balance gets a clear statement, automatically.
Clear and on brand
Your logo, your wording, and a summary of what's due and overdue.
Questions handled
Replies about the statement come back to you, organised by customer.
How it will work
Through the same WhatsApp chat as Barbara
Choose who gets one
All customers with a balance, or a list you pick.
Emily sends them
On the first working day, from your Xero figures.
Replies come back
Queries are passed to you, or to Dennis if they're overdue.
Connects to
XeroEmail in your nameWorks through Barbara on WhatsApp